Blog - Simple List
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How Employee Mobility Affects Taxation of ISOs and ESPPsJan 29, 2025
Mobile employee tax compliance may be tricky enough on its own, but when tax-qualified arrangements are involved, things get even more complicated. -
New FASB Guidance for Profits InterestsJan 23, 2025
A FASB updates clarifies how profits interests should be accounted for. Here's what you need to know about it. -
Fixing Mistakes: Late Reported TerminationsJan 22, 2025
Late notification of employee terminations is a common mistake that can cause numerous problems. Here's what to do if this happens to you. -
Planning for Equity on the Path to an IPOJan 16, 2025
Learn about the differences in how private and public companies use equity to reward employees. -
Five Rules of Multistate TaxationJan 15, 2025
Five key concepts to understand on how state taxes apply when employees live and work in multiple states during the life of their equity awards. -
Tips and Updates for Forms 3921 and 3922Jan 8, 2025
Electronic filing of Forms 3921 and 3922 now required for more than 10 returns and other key things to know about these filings. -
Maximizing Equity Plan Share ReservesJan 2, 2025
Adding shares to an equity plan is no small request. How can companies delay the need for more shares and in turn maximize their existing plan reserves? -
Essential Cap Table Vocabulary, Structure, and SolutionsDec 31, 2024
An A-to-Z summary of information found in cap tables, plus tips on cap table structure and solutions for managing your cap table. -
Fixing Mistakes: What to Do About Missed GrantsDec 26, 2024
Three fixes when grants are inadvertently left off the list of awards submitted for approval to the board or comp committee. -
Cap Tables 101 for FoundersDec 18, 2024
Learn what a cap table is, what information it should include, and how your cap table will change as your company matures. -
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New Form for Section 83(b) ElectionsDec 4, 2024
The IRS has issued new Form 15620 which can be used to file Section 83(b) elections. Here’s what you need to know about it. -
Valuation and Compensation Implications of Private TransactionsDec 3, 2024
Private transactions create unique challenges around both granting and reporting for company equity. -
Year-End Tax Reporting Questions Answered – Equity CompensationNov 27, 2024
A high level overview of some of our most frequently asked questions surrounding year end tax reporting -
Understanding the Cost Basis of Equity Award SharesNov 20, 2024
What you need to know about how employees should report sales of stock acquired under stock plans on their tax returns and three things you can do to help employees avoid mistakes. -
Year-End Resources for Administrators and ParticipantsNov 13, 2024
Valuable resources to help both administrators and participants navigate through year-end. -
SEC Announces Big Changes to EDGAR AccessNov 6, 2024
Access to EDGAR is changing, starting next year. Here’s a rundown of how this may impact you and your company’s insiders. -
Around the Globe: The Ultimate Guide to Maximizing Equity in PortugalOct 30, 2024
Portugal's 2023 tax reforms make it an attractive hub for startups, offering competitive stock option incentives that help businesses attract talent and foster innovation. -
Understanding Rule 701: Equity Compensation for Private CompaniesOct 30, 2024
Rule 701 allows private, non-reporting companies to issue equity to employees, directors, officers, and certain consultants in a compensatory context without the need for SEC registration. -
Year-End Tax UpdatesOct 23, 2024
Updates on the Social Security wage base and other tax changes, plus key resources for year-end tax reporting. -
Profits Interest Units ExplainedOct 16, 2024
Profits Interest Units (PIUs) let LLC employees share future profits without upfront costs, offering tax benefits and payout structures based on earnings or growth, similar to stock options.